Coastal Wealth - Plantation

Satellite Office

1200 S. Pine Island Road, Ste. 350
Plantation, FL 33324

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    MAIN OFFICE


    Our Financial Professionals

    1. Richard "Rich" Akirmaian

      CFP®, CLU®, ChFC®, CFS®, CLTC®, CASL®

      Coastal Wealth - Plantation

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Retirement Income Planning

      Languages:

      • English, Spanish
      • John G. Allison

        LUTCF®

        Coastal Wealth - Plantation

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Jessica Barry

          Coastal Wealth - Plantation

          Focus:

          • Insurance Strategies
          • Business Owners
          • Retirement Income Planning
          • College Funding Strategies
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          Languages:

          • English
          • Gabriel Bustamante

            Coastal Wealth - Plantation

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners
            • Retirement Income Planning
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            Languages:

            • English, Spanish
            • Nicholas Ellingsworth-Perez

              Coastal Wealth - Plantation

              Focus:

              • Insurance Strategies
              • Business Owners
              • Investment Strategies

              Languages:

              • English
              • Max Farahani

                Coastal Wealth - Plantation

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Business Owners
                • College Funding Strategies
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                Languages:

                • English
                • Mateo Garcia

                  Coastal Wealth - Plantation

                  Focus:

                  • Insurance Strategies
                  • Business Owners
                  • Investment Strategies
                  • LGBTQ
                  • Show More

                  Languages:

                  • English, Spanish
                  • Richard "Rich" Ioli, Jr

                    MBA, CFS®

                    Coastal Wealth - Plantation

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Business Owners
                    • Group Benefits
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                    Languages:

                    • English
                    • Casey S. Johnson

                      ChFC®

                      Coastal Wealth - Plantation

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies
                      • Business Owners
                      • Retirement Income Planning
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                      Languages:

                      • English
                      • Maohong Li

                        CFP®, ChFC®, CLU®

                        Coastal Wealth - Plantation

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Business Owners
                        • Retirement Income Planning
                        • Show More

                        Languages:

                        • English, Chinese – Mandarin, Chinese – Cantonese
                        • Lorraine Marques

                          Coastal Wealth - Plantation

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Business Owners
                          • Retirement Income Planning

                          Languages:

                          • English, Spanish
                          • Jared Morgenstern

                            Coastal Wealth - Plantation

                            Focus:

                            • Insurance Strategies
                            • Business Owners
                            • Special Care
                            • Investment Strategies
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                            Languages:

                            • English
                            • Julius Pappas

                              MBA

                              Coastal Wealth - Plantation

                              Focus:

                              • Insurance Strategies
                              • Business Owners
                              • Investment Strategies

                              Languages:

                              • English
                              • Chris Pitera

                                LUTCF®

                                Coastal Wealth - Plantation

                                Focus:

                                • Insurance Strategies
                                • Business Owners
                                • LGBTQ
                                • Investment Strategies
                                • Show More

                                Languages:

                                • English
                              • Andrew R. Price

                                Coastal Wealth - Plantation

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies
                                • Business Owners
                                • Retirement Income Planning
                                • Show More

                                Languages:

                                • English
                                • Michael E. Taylor

                                  CRPC®, MBA

                                  Coastal Wealth - Plantation

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies
                                  • Retirement Income Planning
                                  • LGBTQ
                                  • Show More

                                  Languages:

                                  • English
                                  • Leor Zmora

                                    Coastal Wealth - Plantation

                                    Focus:

                                    • Insurance Strategies
                                    • Estate Planning
                                    • Business Owners
                                    • College Funding Strategies
                                    • Show More

                                    Languages:

                                    • English
                                    CRN202109-253382